How to Integrate Your folk Account with KrispCall?

Integrating folk with KrispCall brings your contact management and telephony activities together in one place. Sales, support, and outreach teams can handle customer instructions directly within folk, maintaining clear records for every lead or client.

After integration, KrispCall automatically logs call activities and voicemails in folk, while contact details stay synced between both platforms. This keeps your customer information consistent and organized without manual updates.

This guide walks you through the steps to connect KrispCall with folk, so you can start managing your customer interactions directly from a single, organized platform.

Benefits of integrating folk with KrispCall

Here are some of the key benefits the folk x KrispCall integration offers your team:

1. Unified customer conversation records

Integrating folk with KrispCall brings all your customer interactions, from contacts, calls, voicemails, to SMS, into a single view. Every interaction appears in a single timeline within folk, helping you quickly recall previous conversations.

Instead of searching through different tools, your team can access complete histories directly in folk. This organized structure ensures smoother conversations and consistent experiences across every customer touchpoint.

2. Improved team coordination

The integration enables every team member to see the same synced records, so handoffs and follow-ups happen smoothly. Sales and support teams can track who handled a call and what was discussed, keeping everyone on the same page.

This shared visibility simplifies collaboration between departments. It also reduces repeated outreach, improves follow-ups, and ensures customers receive timely and well-informed responses.

3. Better call tracking and insights

With every call and voicemail logged in folk, teams gain a complete view of conversation patterns. Managers can easily assess performance metrics such as call volume, missed calls, and response activity.

You can identify gaps and improve call management strategies with the help of these insights. And by understanding team performance trends, you can fine-tune workflow and strengthen overall customer handling efficiency.

4. Consistent customer information

The integration ensures that every interaction (calls, voicemails, and messages) is automatically linked to the right contact in folk. This keeps your records organized and provides a clear timeline of customer engagement.

Team members can review complete communication histories before reaching out to a client. Having this context readily available helps them respond accurately, maintain consistency, and deliver a more personalized experience each time.

5. Automatic call and voicemail logging

All incoming and outgoing calls from KrispCall are logged automatically in folk, including details like duration, timestamps, and call type. Voicemails are also linked to the right contact, keeping your records precise and traceable.

This automation removes the need for manual updates or data entry after every call. Your team saves time, reduces the chances of error, and maintains complete visibility of all client interactions effortlessly.

How to integrate your folk account with KrispCall

Follow these steps to connect your KrispCall account with folk:

Step 1: Log in to your KrispCall account and navigate to settings.

Step 2: Under the “App Settings,” click on the “Integrations.”

Step 3: In the integration section, browse the available automation tools and CRMs or search for “folk.” Click the “Connect” button below folk to start the integration process.

Step 4: A pop-up window will appear asking for permission to access required information. Review permissions and continue to proceed.

Step 5: Log in to your folk account. Go to Settings> API and click “New API Key.” Copy that generated key.

Step 6: Paste the “API key” and your folk domain into the KrispCall pop-up window. Click “Connect Now.” Once successful, folk will appear under your Active Integrations list.

Manage member Integration settings by the admin/owner

• Ensure every member has integrated their folk accounts.
• Admins/Owners can view and modify integration settings for individual members.
• Members cannot access or change the admin/owner’s integration settings.
• Changes made by members affect only their own accounts.
• Updates made by admins/owners do not impact individual members' settings.

Integration Settings

Once folk is successfully integrated, users can manage various integration settings.

1. To delete the integration, click the 3-dot menu next to folk and select “Delete.” Confirm the deletion in the pop-up window.

2. To edit the integration, click the 3-dot menu and select “Edit.” This opens all available settings options, allowing users to adjust settings and other workflow preferences as needed.

General Settings

General Settings is the first option under integration settings, with three main toggle options. All toggles are enabled by default.

1. Create new contacts for calls: When enabled, one-way contact sync is turned on, meaning contacts created in KrispCall are synced to folk automatically. Turning off this toggle stops new contacts from being synced.

2. Contacts 2-way sync: This option allows syncing of contacts between folk and KrispCall. Existing contacts from either platform can be synced initially when this toggle is enabled. Disabling it stops two-way syncs.

3. Note logging: Enables notes created, edited, or deleted during calls or in the conversion box to appear in folk. Turning this off prevents notes from syncing.

Workflow Settings

Workflow Settings appear immediately after General Settings. By default, all options are set to Call (Engagements). Users can enable or disable each option according to their workflow needs.

1. Log incoming answered calls as Calls(Engagements)/Disabled: When enabled, all incoming answered calls are synced to folk under team interactions. Disabling stops these calls from syncing.
2. Log incoming unanswered calls as Calls(Engagements)/Disabled: When enabled, all incoming unanswered calls are synced to folk under team interactions. Disabling stops these calls from syncing.
3. Log outgoing answered calls as Calls (Engagements)/Disabled: Enabling Calls (Engagements) syncs outgoing answered calls to folk team interactions. Turning off this option stops the outgoing answered calls from syncing.
4. Log outgoing unanswered calls as Calls (Engagements)/Disabled: Enabling Calls (Engagements) syncs outgoing unanswered calls to folk team interactions. Turning off this option stops the outgoing unanswered calls from syncing.
5. Log voicemail as Calls(Engagements)/Disabled: Enabling the settings as Calls (Engagements) will sync voicemails to team interaction in folk. Disabling this option prevents voicemail logs from syncing.
6. Log unassociated number as Contact/Opportunities: Allows unrecognized numbers to be logged as either Contacts or Opportunities in folk, depending on the selected setting.
7. Log incoming SMS as SMS/Disabled: When enabled, incoming SMS messages are synced to folk. Disabling stops SMS logs from being synced.
8. Log outgoing SMS as SMS/Disabled: When enabled, outgoing SMS messages are synced to folk. Turning off this toggle prevents outgoing SMS from appearing in folk.

Connected Numbers

The Connected Numbers settings appear after Workflow Settings and let you choose which phone numbers sync call and SMS logs to folk.

• Log phone calls for these phone numbers: By default, numbers available in the channel at the time of integration are selected. Calls made or received on these numbers will be logged in folk.
• Log SMS for these phone numbers: By default, numbers available at integration are selected to sync incoming and outgoing SMS messages to folk.

If a number is purchased after the integration, it must be added manually in Connected Numbers to enable logging.

Note: If no numbers are selected, call and SMS logs will not be synced in folk.

Updated on: 31/10/2025